News, Comment & Analysis results for Archive

People Moves
18 March 2026

International Wealth Group Appoints Ex-EFG Figure As Vice Chairman

The group of firms in the JAR Group operate in Geneva, Dubai, Singapore and Monaco. ...

M and A
18 March 2026

iCapital Pushes Further Into Insurance Sector

Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing...

Investment Strategies
18 March 2026

EXCLUSIVE: Ossiam Remains Overweight US, Eyes Opportunities In Japan

Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds, discusses its...

Strategy
17 March 2026

EXCLUSIVE: REYL Overseas' New CEO Sets Out Growth Plans, Opportunities

The firm unveiled the CEO's appointment today and he spoke exclusively to this news service about...

Financial Results
17 March 2026

Close Brothers Disputes Motor Finance Redress Impact Claims; Shares Fall

A group in Delaware, US, has taken aim at the UK bank for allegedly not having enough resources to...

M and A
17 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
17 March 2026

F2 Strategy Welcomes Back Former CEO

The CEO had left to work at FNZ but instead he's returned to his old employer. ...

Financial Results
17 March 2026

Julius Baer Unveils CEO's Remuneration, Applauds Progress

The bank has disclosed the total award paid to the chief executive who came on board more than a...

People Moves
17 March 2026

Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"

The CEO has been at the business since 2003 and in the post since 2019. ...

People Moves
17 March 2026

Who’s Moving Where In Wealth Management? – Stonehage Fleming, TrinityBridge

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Comment & Analysis results for Archive

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

Company Profiles
13 December 2023

Playing Digital Asset Strategy Via Fund Of Funds

The business says that its model for tapping into the world of crypto and digital assets startups...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...